AER January 2017

January 2017

Estate Planning

How to help clients execute wills compliant with faith or treaty

Estate planning techniques to consider

Industry News

01. Investor and advocate comments on CSA proposal 33-404 Investors support CSA’s proposed regulatory standard for advisors to act in the clients’ best interest, saying…

OSC highlights several areas of concern

All of them—unless they future-proof their practices

Margaret O’Sullivan

Estate planning techniques to consider

Al and Mark Rosen

OSC highlights several areas of concern

Mark Yamada

All of them—unless they future-proof their practices

Doug Carroll

Jamie Golombek

What happens when the foreign tax credit is denied

Tax News

What happens when the foreign tax credit is denied

Why read this? Your client is a B.C. logger or resident. What to do Claim the Logging Tax Credit If your client paid provincial logging…

Market Insights

The titan’s offering sees higher oil prices